HXPP(SZ:002228)2022-12-04 07:20Group 1: Industry Challenges and Company Response - The packaging industry is facing slow growth, excess capacity, intensified competition, and significant financial pressure, necessitating urgent industry consolidation and capacity elimination [1] - The company is developing a B2B third-party packaging industry supply chain cloud platform (PSCP) to support small and medium-sized enterprises and achieve a win-win situation for industry optimization [2] Group 2: Customer Acceptance of IPS Business - The packaging process, particularly the packing stage, is labor-intensive and costly, making it a pain point for manufacturers. This drives companies to consider outsourcing packaging [2] - Companies that have implemented fully automated packing face challenges in talent retention and complex equipment management, further motivating the outsourcing of packaging [2] Group 3: Strategic Planning and Market Share Growth - The company aims to establish a "100 billion manufacturing, 1 trillion service" strategic plan, focusing on capacity integration, external mergers and acquisitions, and the development of intelligent packaging integrated services (IPS) and PSCP [2] - The company recognizes significant opportunities for market share growth due to the low concentration in China's packaging industry and plans to leverage strategic upgrades and innovative business models to capture these opportunities [3]